Patricia Roers, financial advisor Fargo ND

Patricia Roers

CRD Number: 5495444
Current Firm: Lpl Financial LLC

Patricia Roers (CRD# 5495444) is an Investment Advisor Representative working at Lpl Financial LLC in Fargo, ND and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Fargo, ND Feb 2018 - Current 6
American Federal Bank Fargo, ND Nov 1997 - Current 26
Invest Financial Corporation Fargo, ND Apr 2008 - Feb 2018 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Patricia C. Roers
Phone Number: 704-733-3300
Registered State(s):
  • MN
  • ND
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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